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Yazz
Stratege/Strategin
Mitglied seit ‎Aug 11, 2017
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Yazz Krdzalic

Enthusiastic about all things Marketing and Sales. Love the process from beginning to the very end, then rinse and repeat. I do this in my free time. It's a passion of mine, it's a career of mine, it's a life of mine.

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Yazz on März 21, 2023
Group List View
It would be great to be able to group List view (for example, under Deals). Being able to group by say 'associations'. In the list view, I would love to group Deals that belong to one Company, or Custom Object. This would quickly give me the vie Beitrag ansehen
Antworten Idee Deals
0 Likes
0 Antwort
Yazz on Oktober 19, 2022
Quotes customization
The current capabilities under quotes do not sufficiently allow the user to personalize the way one may want. You cannot add custom fields, you can't edit the output of the form in PDF (it's all sorts of wonky), and you cannot create custom calculat Beitrag ansehen
Antworten Idee Products and Quotes
1 Likes
1 Antwort
CBader on Mai 12, 2020
Option to log emails to closed deals
In our industry, when a deal closes, then 3+ months of custom manufacturing begins, with lots of email traffic around the build and shipment of a piece of industrial equipment. Our sales and accounting teams need the emails related to a deal to Beitrag ansehen
Antworten Idee Deals Sales Email Extensions & Add-Ins
50 Likes
18 Antworten
Yazz
Stratege/Strategin
Juni 11, 2021
@ThéoS sure thing, when you say going to the contact, are you saying inside the add-in or hubspot? I found that you can associate the deal right o...Beitrag ansehen
CBader on Mai 12, 2020
Option to log emails to closed deals
In our industry, when a deal closes, then 3+ months of custom manufacturing begins, with lots of email traffic around the build and shipment of a piece of industrial equipment. Our sales and accounting teams need the emails related to a deal to Beitrag ansehen
Antworten Idee Deals Sales Email Extensions & Add-Ins
50 Likes
18 Antworten
Yazz
Stratege/Strategin
Juni 11, 2021
@ThéoS sure thing, when you say going to the contact, are you saying inside the add-in or hubspot? I found that you can associate the deal right o...Beitrag ansehen
mikedrizzo1 on Februar 10, 2021
Add Rich Text (WYIWYG) Editor to QUOTE Descriptions
We would love to add pullets and formatting to the "Description" box within a quote. Currently, we have to use ' - ' to indicate a bullet.
Antworten Idee Products and Quotes
3 Likes
1 Antwort
Yazz
Stratege/Strategin
März 15, 2021
I agree...even a bolded line item would add a lot more to it. Due to a few drawbacks of this tool, we HAVE TO use the description field to update the...Beitrag ansehen
Brycelbrewer on Oktober 19, 2018
Quotes - Add Sections w/ Editable Titles and Sub-Totals
We would like the ability to add sections to quotes to break up different product types. We have main components and sub components that are used with those and would like to break it up. We also have miscellaneous charges that we would like to ad Beitrag ansehen
Antworten Idee Products & Quotes
76 Likes
26 Antworten
Yazz
Stratege/Strategin
März 15, 2021
Our Sales Team would love to use the HubSpot quotes tool, but currently, we are in desperate need to be able to list out itemized line items WITHOUT ...Beitrag ansehen
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